What is Estate Planning

Estate planning is more than a collection of documents. It is the way in which a legacy is passed to your family, and can include a business, a home, what remains of a nest egg, a classic car, a cherished art collection, or a family heirloom. Estate planning also specifies who makes healthcare and financial decisions on your behalf if you are unable to do so.

Consider the importance of these decisions, and who you trust to make the right choice at the right time. The primary goal of estate planning is to provide security, peace of mind, assurance and clarity.